FAMILYWEALTH

RIASEC RegisteredEst. 2017

Total AUM

$395M

Discretionary

$128M

32% of AUM

Avg account

$574K

Accounts

687

Employees

Advisory reps

Firm details

Headquarters: LAKE MARY, Florida
CRD number: 289193
Registered since: August 28, 2017
Website: familywealth.us
Custodians: THE VANGUARD GROUP, INC., FIDELITY DISTRIBUTORS COMPANY LLC, AUSTIN CAPITAL TRUST COMPANY, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans62.59%
HNWI22.27%
Individuals15.14%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Familywealth LLC is an independent registered investment adviser that came under SEC oversight in 2017. The firm serves both individual and family clients as well as institutional/business accounts. Its fees combine percentage-of-AUM billing with fixed-fee arrangements. Advisory services emphasize financial planning and portfolio management across individual, small-business and institutional segments, and the firm also provides pension consulting and educational workshops. Familywealth does not identify as an active ESG investor and is not listed as a capital allocator.